Raymond James Financial Services Advisors’s KFA Mount Lucas Managed Futures Index Strategy ETF KMLM Stock Holding History

Raymond James Financial Services Advisors’s Portfolio KMLM Stock Details KMLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.09M	Buy	139,905 +6,280	+5%	+$185K	0.01%	1338
2024 Q2	$3.9M	Buy	133,625 +6,346	+5%	+$189K	0.01%	1293
2024 Q1	$3.8M	Buy	127,279 +1,876	+1%	+$54.6K	0.01%	1294
2023 Q4	$3.61M	Buy	+125,403	New	+$3.87M	0.01%	1267

Other funds holding KMLM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

TBC

Ted Buchan & Co San Diego, California $275M AUM 18.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFSG

Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Raymond James Financial Services Advisors's KMLM Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) stake by 4.7% in Q3 2024, buying an estimated $185K and bringing the position to 139,905 shares worth $4.09M. The position accounts for 0.01% of the portfolio, ranked #1338.

Raymond James Financial Services Advisors first reported a position in KMLM in Q4 2023 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold KMLM as of Q3 2024.

Raymond James Financial Services Advisors held 139,905 shares of KFA Mount Lucas Managed Futures Index Strategy ETF worth $4.09M as of Q3 2024.
Raymond James Financial Services Advisors bought 6,280 KFA Mount Lucas Managed Futures Index Strategy ETF shares in Q3 2024, an estimated $185K.
KFA Mount Lucas Managed Futures Index Strategy ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1338 holding.
Raymond James Financial Services Advisors first reported a position in KFA Mount Lucas Managed Futures Index Strategy ETF in Q4 2023 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held KFA Mount Lucas Managed Futures Index Strategy ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.